ACA

Aptus Capital Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 12.3%
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.4B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,464
New
Increased
Reduced
Closed

Top Buys

1
+$115M
2
+$99.9M
3
+$69.2M
4
AAPL icon
Apple
AAPL
+$62.7M
5
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$53.6M

Top Sells

1
+$95.1M
2
+$34.6M
3
+$31.3M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$28M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$23.2M

Sector Composition

1 Technology 12.8%
2 Financials 6.31%
3 Consumer Discretionary 4.7%
4 Healthcare 4.3%
5 Industrials 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$789K 0.01%
2,857
+244
527
$773K 0.01%
5,863
+2,483
528
$772K 0.01%
9,539
+5,552
529
$768K 0.01%
10,544
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530
$766K 0.01%
4,073
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531
$764K 0.01%
9,517
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532
$764K 0.01%
3,256
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533
$756K 0.01%
31,938
+27,978
534
$740K 0.01%
10,001
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535
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8,275
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536
$735K 0.01%
28,650
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537
$732K 0.01%
3,406
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538
$729K 0.01%
7,716
+1,559
539
$721K 0.01%
7,662
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540
$717K 0.01%
9,459
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$717K 0.01%
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2,068
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543
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13,298
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544
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15,207
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545
$701K 0.01%
8,291
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546
$697K 0.01%
11,525
+1,894
547
$696K 0.01%
26,421
+17,525
548
$694K 0.01%
114,766
549
$689K 0.01%
6,145
+502
550
$686K 0.01%
17,330
+161
20 21
22
23 24